Rockefeller Financial Services’s Medidata Solutions, Inc. MDSO Stock Holding History

Rockefeller Financial Services’s Portfolio MDSO Stock Details MDSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$24.3M	Buy	383,296 +58,208	+18%	+$4.15M	0.38%	65
2017 Q3	$25.4M	Buy	325,088 +305	+0.1%	+$23.2K	0.48%	54
2017 Q2	$25.4M	Buy	324,783 +9,345	+3%	+$651K	0.5%	53
2017 Q1	$18.2M	Buy	315,438 +51,040	+19%	+$2.76M	0.36%	62
2016 Q4	$13.1M	Buy	264,398 +451	+0.2%	+$23.4K	0.27%	84
2016 Q3	$14.7M	Hold	263,947	–	–	0.31%	71
2016 Q2	$12.4M	Buy	263,947 +2,859	+1%	+$125K	0.25%	78
2016 Q1	$10.1M	Buy	261,088 +128,928	+98%	+$5.01M	0.2%	93
2015 Q4	$6.51M	Buy	132,160 +131,845	+41,856%	+$5.8M	0.13%	123
2015 Q3	$13K	Buy	+315	New	+$16K	﹤0.01%	472

Other funds holding MDSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GTP

Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

Rockefeller Financial Services's MDSO Position: Q4 2017 in Review

Rockefeller Financial Services increased its Medidata Solutions, Inc. (MDSO) stake by 18% in Q4 2017, buying an estimated $4.15M and bringing the position to 383,296 shares worth $24.3M. The position accounts for 0.38% of the portfolio, ranked #65.

Rockefeller Financial Services first reported a position in MDSO in Q3 2015 and has held it in 10 quarters since. The position peaked at $25.4M in Q2 2017. 285 funds tracked by Wall St. Rank hold MDSO as of Q4 2017.

Rockefeller Financial Services held 383,296 shares of Medidata Solutions, Inc. worth $24.3M as of Q4 2017.
Rockefeller Financial Services bought 58,208 Medidata Solutions, Inc. shares in Q4 2017, an estimated $4.15M.
Medidata Solutions, Inc. made up 0.38% of Rockefeller Financial Services's portfolio in Q4 2017, its #65 holding.
Rockefeller Financial Services first reported a position in Medidata Solutions, Inc. in Q3 2015 and has held it in 10 quarters since.
Rockefeller Financial Services's Medidata Solutions, Inc. position peaked at $25.4M in Q2 2017.
285 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.